Make your clients' retirement plans actually work
Your client's biggest asset is a business that can't run without them, so it won't fund the retirement you've planned. We systemise it behind the scenes so it runs and pays them without them in it, so your plan holds, your client retires, and you stay their trusted advisor.
The challenge
The plan stalls on the one asset you can't fix
You know the pattern:
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The client's wealth is locked in a business that only works when they work
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They can't sell for what they need, and the kids don't want it
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Draw the owner out and the income falls over
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The plan is sound, but the business won't cooperate
The numbers work on paper, but the client's business is an illiquid, owner-dependent asset that can't be drawn on like a portfolio. Fixing how the business runs isn't your remit, and there's nowhere to send it.
The solution
Turn the client's business into an asset the plan can rely on
We are the delivery arm behind your advice: an Enterprise Architect designs, builds and hands over the systems that let the business run without its owner, so it becomes a reliable, income-producing asset your retirement plan can count on.
How you partner: refer for a fee, co-deliver alongside us, or bring us in as part of the retirement plan you deliver.
Before Partnering
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Retirement plans that stall on an illiquid, owner-dependent business
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Clients who can't afford to stop, so they don't
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The business left out of the plan because no one can fix it
After Partnering
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The business becomes an income stream the plan can rely on
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Clients who actually retire, on your advice
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A reason clients stay with you well into retirement
How we work
You plan the retirement, we make the business fund it, your client steps back
Discuss the challenge
Talk us through the client, no commitment
We start with a conversation: a no-pressure look at the client's business, how dependent it is on them, and whether we're the right fit to make it run without them.
What we do:
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Walk through the client's situation and where the business ties to the owner
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Sanity-check whether it can be made to run without them, before anything is committed
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Map how a referral or co-delivery would work, if you want to go ahead
What you get:
A clear read on the deal and how we'd fit, with no obligation.
Design, build, hand over
We make the business run without the owner
This is the delivery work: an Enterprise Architect reviews owner-dependence, builds the systems and team that run the business, and hands it over working, under your advice.
What we do:
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Design: an Enterprise Architect maps the business and designs out the owner-dependence.
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Build: we build the systems, automation and manager-led operation that run it without the owner.
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Hand over, with support: we hand over a working, hands-off business and stay in the background to support you and the client.
What you get:
A business that runs and pays without the owner in it, delivered under your relationship, with us on call behind you.
Your client steps back
They step back, you get the credit
The win lands under your advice: the client draws the income and steps back, the relationship stays yours, and we stay invisible in the background.
What we do:
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Hand the outcome back through you, so the client sees their advisor made retirement possible
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Turn the business into an asset you can actually plan around
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Pay a referral fee, or co-deliver alongside you on the engagement
What you get:
Clients who retire on your advice, stay with you longer, and refer you on.
Partnership
How the partnership grows
We don't ask for a big commitment up front. The relationship is earned, not bought, and deepens in three stages:
Complete visibility
Track every deal you refer, in one place
Track every client you send us in The RevampBiz Portal at app.revampbiz.co, so you always know where things are up to.
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Raise requests anytime: flag what you or your client needs and we pick it up, no chasing
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Track opportunities and referrals watch each listing move from referral to deal-ready.
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Every deliverable in one place: requests, progress and shared assets, all together in the portal.
Features
Plans that land, clients who stay
You're not just managing a portfolio. You want the plan to actually work, so your client retires and stays with you.
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A delivery arm, on tap An Enterprise Architect designs, builds and hands over the systems that make it sellable, without building a delivery team.
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Always the proven method We bring the systems and methods that genuinely work, so the business runs reliably without its owner.
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Income that holds The business keeps paying after the owner steps back, so the plan stays funded.
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Built to last Engineered to keep running as the owner reduces their role, not a quick fix.
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A reason clients stay You become the advisor who made retirement possible, so relationships last into retirement.
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Stand out from other planners Solve the illiquid-business problem others can only flag, so clients choose you.
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A new revenue line A referral fee, or co-delivery alongside the plan you deliver.
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Your brand, your relationship Invisible delivery under your advisory.
Our Mission
Why this makes your plan actually happen
Partnering with us is more than execution help. It turns the client's business into an asset your plan can rely on, sets you apart, and keeps clients with you into retirement.
Capability you can't
staff in-house
An Enterprise Architect designs, builds and hands over the systems that make a business run without its owner, so you solve the illiquid-asset problem without building a delivery team.
A new revenue stream
Refer for a fee, or co-deliver alongside the plan, so the business problem becomes income instead of a dead end.
A way to stand out
While other planners can only flag the owner-dependent business, you actually get it fixed, giving clients a clear reason to choose you.
Always current, without the chase
We stay on top of fast-moving tools and AI and apply what genuinely works, so you offer best practice without burning time and budget trying to keep up.
Stickier clients, for longer
When your advice lets a client retire and keep the income, you keep them well into retirement.
Finite, scoped and invisible
No retainers on our side, every engagement is easy to put in front of a client, and delivery stays behind your relationship so the credit and the client stay with you.
Next steps
Is a partnership right for you?
This is for you if you:
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Advise owners of $2M+ businesses on retirement or wealth
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Regularly see plans stall on an illiquid, owner-dependent business
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Want to solve that without building an ops team
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Value keeping the client relationship yours
Not a fit if you:
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Only advise clients whose wealth is already liquid
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Want to refer but not stand behind the quality
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Are after a one-off referral, not a repeatable partnership
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Want to hand the client over entirely, rather than stay the lead with us in the background
FAQs
Got a questions? Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Please reach out.
Refer for a fee, co-deliver alongside us, or bring us in as part of the retirement plan you deliver. Engagements usually start with a fixed-fee Review.
No. We deliver invisibly under your advice and hand the outcome back to you.
A referral fee, or co-delivery terms. Every engagement is fixed-scope, which makes it easy to put in front of a client.
We tell you honestly at the Review stage. We don't take on work we can't deliver.